Stock ownership · SEC 13F · Q4 2025
PIMCO ETF TR
Who owns PIMCO ETF TR (CUSIP 72201R833)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $37.8M
- Reported value
- 8
- Institutions
- 97%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, PIMCO ETF TR ranks #257 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $37.8M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 8
- institutions hold it
- $37.8M
- reported 13F value
- 97%
- held by top 5
- #257
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, PIMCO ETF TR ranks #257 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 72201R833 · Q4 2025 $38M reported
VALUE-MID · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-MID #257/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 97% top-5
- PHOTO-FINISH ISHARES CORE US
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES CORE US
Read with: Ownership concentration guide - PIMCO ETF TR's top-five holders account for 97% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · PIMCO ETF TR
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a PIMCO ETF TR position has risen from 3 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | TD Capital Management LLC | 255,770 | $25.7M | 67.9% |
| 2 | Stone Wealth Partners | 50,961 | $5.1M | 13.6% |
| 3 | Barnes Wealth Management Group, Inc | 43,121 | $4.3M | 11.4% |
| 4 | OakTrust Wealth Advisors, LLC | 9,645 | $968K | 2.6% |
| 5 | Oak Grove Capital LLC | 7,500 | $753K | 2.0% |
| 6 | Anchor Investment Management, LLC | 6,350 | $637K | 1.7% |
| 7 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3,090 | $311K | 0.8% |
| 8 | MidFirst Bank | 19 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PIMCO ETF TR's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (8)
Frequently Asked Questions
How many institutions hold PIMCO ETF TR?▼
Where does PIMCO ETF TR sit among tracked securities?▼
What is the total institutional value of PIMCO ETF TR?▼
How concentrated is ownership of PIMCO ETF TR?▼
Who is the largest institutional holder of PIMCO ETF TR?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for PIMCO ETF TR: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($37.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.